Roger Kaufman – HPT Practitioner Podcast

I’ve know Roger Kaufman and his lovely wife Jan for decades now. He was at the first ISPI (then NSPI) Conference in 1961, and continues to be a strong supporter, teacher, mentor and author – sharing his valuable experience and insights to thousands of ISPI members through his participation in ISPI, and the participation of his students. He continually pushes the Society in regards to both Research AND in regards to Mega.

His book on Mega, “Mega Planning: Practical Tools for Organizational Success” is described as follows: While most planning books just focus on individual jobs, tasks, and personal competence, Mega Planning examines the new realities for organizational success and provides the reader with the planning tools necessary to achieve responsive and responsible change. This book is the first frame of reference or level of planning that takes a wide-angle view of organizational and societal opportunities, emphasizing the importance of defining and justifying where the individual or organization should be heading, and leading to the discovery of new opportunities and challenges.

I have a copy of that book signed by Dr. Kaufman, another prized possession!

The reason I’ve been hanging out at NSPI/ISPI for 29 years now is that I want to be “in the line of fire” for thought, research and practice leaders such as Dr. Kaufman. In front of people who are there to share and not necessarily to sell. That’s one of the major differences of ISPI and almost all other “affinity groups” in the Human Performance Improvement and Learning/Knowledge Management spaces. I wanted and still want to know, as a practitioner, what was valid and what was not – for there is a lot of invalid “stuff” in those spaces – much of it seeming intuitive – yet still untrue. NSPI/ISPI has always been about “evidence-based practices and products” – although not perfect, not six sigma, not three six sigma. But better than I’ve found elsewhere.

More on Roger Kaufman…


Roger Kaufman, CPT, Ph.D.
Roger Kaufman is professor and director, Office for Needs Assessment and Planning at Florida State University where he has received a Professorial Excellence award. He also has served as Research Professor of Engineering Management at the Old Dominion University; Norfolk; Virginia and associated with the faculty of industrial engineering at the University of Central Florida. In addition; he is Director of Roger Kaufman & Associates. Previously he has been professor of human behavior at the United States International University (now Alliant International University); professor of education at Chapman University; and also taught courses in strategic planning; needs assessment; and evaluation at the University of Southern California and Pepperdine University. He was the 1983 Haydn Williams Fellow at the Curtin University of Technology in Perth; Australia. Roger serves as the Vice Chair of the Senior Research Advisory Committee for Florida TaxWatch. His Ph.D. in communications is from New York University; with additional graduate work in industrial engineering; psychology; and education at the University of California at Berkeley and Johns Hopkins University (MA). His undergraduate work was in psychology; statistics; sociology and industrial engineering was at Purdue and George Washington (BA) universities.

Before entering higher education he was Assistant to the Vice President for Engineering as well as Assistant to the Vice President for Research at Douglas Aircraft Company. Before that; he was director of training system analysis at US Industries; Head of Training Systems for the New York office of Bolt; Beranek & Newman; and head of human factors engineering at Martin Baltimore and earlier as a human factors specialist at Boeing. He has served two terms on the U.S. Secretary of the Navy’s Advisory Board on Education and Training.

His clients–working in the areas of strategic planning; change management-change creation; quality management; needs assessment; evaluation; distance learning; and organizational improvement include or have included: Accenture; Gallaudet University; Tricon Global Industries (Pizza Hut; Taco Bell; KFC); Chase Manhattan Bank; New Zealand Universities Academic Audit Unit; Los Alamos National Laboratories; Prairie View A&M University; AT&T; Catholic University of Chile; Nova Southeastern University; Arthur Andersen and Andersen Consulting (World headquarters and Australia); Polytechnic University of Ecuador (ESPOL); MIM Holdings; Ltd.; World Bank; Accounting Firms Associated; Australian Public Service and Merit Protection Commission; Australian Treasury; Florida Power & Light; the Australian Department of Defence; First Union Bank; the Leon County (Florida) School Board; Central Statistical Office (UK); EastConn Regional Education Service Center; Unisys of Australia; US Department of Education; Microsoft; Universidades Tecnologicas (Mexico); Shell Oil Company; Florida Department of Education; Niagara Wires Division of NiagaraLockport; American Association of School Administrators (AASA)–National Academy of School Executives (NASE); IBM; Valencia (Florida) Community College; Equifax; Box Hill Institute of TAFE (Australia); US Department of Veterans Affairs; National Open University of Venezuela; Simon Bolivar University; Venezuela American Society for Curriculum and Development (ASCD); Parke-Davis; Pioneer Cement; M&M Mars; Sydney Water Board; US Coast Guard; Perez Companc S. A.; the Florida Department of Health & Rehabilitative Services; New Zealand departments of Minister & Cabinet; Treasury; Army; State Services; and Science and Technology; Institute of Educational Technology/Ministry of Culture and Education of Argentina; Texas Instruments; Otago Polytechnic (New Zealand); Florida Governor’s Office of Planning and Budget; Sun Microsystems; Bank of Boston (Argentina) Train-Koeln (Germany); Fireman’s Fund Insurance; Wellington (New Zealand) City Council; Moran Towing; March of Dimes; Bankers’ Institute of New Zealand; Boatmen’s Bancshares; New Zealand Department of Health; McDonnell-Douglas; Catholic University of Valparaiso (Chile); Council of Chief State School Officers; Milliken Industries; MB&A (Argentina); American Airlines Group/Blue Cross of Texas/ISPI; Hugh Oakley-Browne Associates; Pasa Petrochemical and Refinor (Argentina); US Centers for Disease Control; BellCanada; Boeing/Microsoft/ISPI; Ohio Civil Service Employees Association/AFL-CIO; Florida Department of Corrections; US Army Training & Doctrine Command /Comtech; US Army Training Support Center; US Department of Veterans Affairs/Veterans Benefits Administration; Pew Charitable Trusts; Florida Department of Environmental Protection; Universitat Jaume I; Florida Office of Tobacco Control; Flight Safety International; Boise State University; McGraw-Hill; among others.

He is a Fellow of the American Psychological Association; a Fellow of the American Academy of School Psychology; and a Diplomate of the American Board of Professional Psychology. He has been awarded the highest honor of the International Society for Performance Improvement by being named “Member for Life;” an organization for which he also served as president. He has been awarded the Thomas F. Gilbert Professional Achievement Award by that same organization.

Kaufman has published 34 books; including Mega Planning; Strategic Planning Plus; and Strategic Thinking – Revised; and co-authored Useful Educational Results: Defining; Prioritizing; and Accomplishing. and Strategic Planning for Success: Aligning People, Performance, and Payoffs, as well as 220+ articles on strategic planning; performance improvement; distance learning, quality management and continuous improvement; needs assessment; management; and evaluation.

Contact Info: 1123 Lasswade Drive. Tallahassee; FL. 32312; USA; Phone: (850) 386-6621; FAX: (850) 422-2722: Email:

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